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Productivity

Rocketlane for your Agent

Flow can look up tasks, projects and pages in Rocketlane, and with read and write access it can create and update them, for example to turn a tender’s deadlines into tasks.

It asks for your approval before it changes anything in Rocketlane. Connect with an API key from your Rocketlane account.

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Create a task in Rocketlane for each document the Lyon tender asks for, due two days before the deadline.

Connect Rocketlane in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Rocketlane.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for Rocketlane.

What Flow can do depends on what Rocketlane offers through its API and on the access you choose.

Things to ask

Type these to Flow once Rocketlane is connected.

  • Rocketlane

    Create a task in Rocketlane for each document the Lyon tender asks for, due two days before the deadline.

  • Rocketlane

    What is still open in Rocketlane for our hospital bid?

About Rocketlane

Rocketlane is a collaborative customer onboarding and implementation platform for professional services teams. It streamlines project tracking, communication, and task management to accelerate client onboarding.

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Start your free trial today.

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